Dowling & Yahnke LLC Dimensional ETF Tr U S Core Eq Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Dowling & Yahnke LLC holds 2,260,750 shares of DFAC stock, worth $80.3 Million. This represents 23.41% of its overall portfolio holdings.
Number of Shares
2,260,750
Previous 2,150,050
5.15%
Holding current value
$80.3 Million
Previous $50.1 Million
0.37%
% of portfolio
23.41%
Previous 2.36%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
920Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.01 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$631 Million0.28% of portfolio